Summary of Key Performance in Q2 2026
Didi's performance in the second quarter of 2026 was impressive: the core platform's order volume increased by 13.2% year-on-year (to 5.052 billion orders), and the total transaction amount grew by 22.2% (to 133.9 billion yuan). China's travel services continued to grow for the 14th consecutive quarter, while the international business saw a growth rate of over 60%. Additionally, Didi made breakthroughs in service upgrades (such as the "Selected Express" service), expanding its service offerings (delivery, charging, travel), and developing its international ecosystem (including food delivery in Brazil), as well as investing in future technologies (AI, autonomous driving), all of which contributed to strong growth momentum.
I. Dual Drivers of Core Business: Stable Growth in China + Explosive Growth Internationally
Didi's growth in the second quarter was driven by two main pillars: "China Travel Services" and "International Business":
- China Travel Services: The order volume increased by 8.1% year-on-year (to 3.648 billion orders), with an average of 40.09 million orders per day and a total transaction amount of 90.4 billion yuan. This represents 14 consecutive quarters of growth, indicating stable domestic demand and strong customer loyalty.
- International Business: The order volume increased by 29% (to 1.403 billion orders), with a high growth rate of 61%. The average daily order volume exceeded 15 million, and the business was already profitable in the first half of the year. Key markets such as Brazil and Mexico have become new drivers of growth.
In short, Didi's domestic market is stable, while its international operations are growing rapidly, jointly driving overall performance.
II. China Travel Services: From "Getting a Car" to "Having a Good Experience"
User needs have evolved—while before, it was enough to just get a car, now users want to ensure they get the right car and have a comfortable ride. Didi has taken two actions to address this:
1. Deepening Service Offerings: They launched the "Selected Express" service, which requires vehicles with a wheelbase of ≥2750mm (for more space) and drivers with no complaints in the past 30 days. This improvement led to a 46% reduction in complaints and an 98% increase in user satisfaction ratings, while also increasing drivers' earnings by 130 yuan per week.
2. AI-Driven Experience Optimization: Didi's AI technology, known as "Xiaodi," uses over 90 service tags to match users' personalized preferences (e.g., seeking a quiet car or a large trunk) with suitable drivers. This has increased user satisfaction by nearly 10 percentage points and extended the service to areas like chauffeur services and carpooling.
III. Expanding Service Boundaries: Moving Beyond Just Rides
Didi is no longer just a ride-hailing app; it's evolving into a "one-stop lifestyle platform":
- App Upgrade: In June, the app was updated to version 8.0, with the name changed from "Didi Chuxing" to "Didi." New features include delivery, travel, and car owner services. For example, users can now send packages, book hotels, or charge their cars all within the same app.
- Leading Charging Services: Didi led the industry in charging volume for two consecutive months, covering more than 290 cities with 74,000 charging stations, serving a total of 2.1 billion transactions. This makes it much easier for electric vehicle owners to find charging points.
- Business Expansion in Hong Kong: By using an app commonly used across the mainland and Hong Kong, Didi is providing local services to both residents and travelers, applying its domestic experience to the Hong Kong market.
This transformation turns Didi from a simple ride-hailing service into a comprehensive lifestyle assistant, enhancing user loyalty.
IV. International Business: Rapid Expansion in Food Delivery (Brazil)
Didi's international strategy focuses on building a local ecosystem:
- Food Delivery Success in Brazil: The "99 Food" service was launched and has reached 100 cities within a year, with over 60 million users (one in every four Brazilians using it). There is strong user conversion within the ecosystem—61% of food delivery users previously used ride-hailing or digital banking services, while 39% are new users. Additionally, 38% of new ride-hailing users started with food delivery services, showing a positive feedback loop between these businesses.
- Impact during the Mexico World Cup: During the World Cup, Didi provided 100 million rides and 15.3 million food delivery orders, demonstrating its ability to provide integrated services for large-scale events.
Currently, Didi's international business covers 14 countries with over 100 million users. The synergy between these services drives sustained growth.
V. Investing in the Future with AI and Autonomous Driving
Didi is not only focused on short-term performance but also investing in long-term growth:
- Autonomous Driving: Didi has collaborated with GAC Aion to develop the Robotaxi R2, an autonomous taxi that is being tested regularly in Beijing and Guangzhou. Leveraging its international experience and AI technology, Didi aims to promote autonomous driving globally.
- Continuous AI Investment: AI plays a crucial role in user matching and service optimization, and Didi will continue to use it to improve efficiency and user experience.
This investment lays the foundation for future growth, as autonomous driving could lead the next revolution in transportation.
Conclusion
Didi's strong performance in the second quarter is the result of a balanced approach that focuses on consolidating its domestic market, expanding into new territories, and investing in innovative technologies. For users, this means access to higher-quality travel services; for Didi, it means a story of continuous growth and innovation.